Transforming Scoro’s Marketing Analytics with a centralized dashboard and offline conversions

Explore Scoro’s journey towards reducing reporting time by 70% and enhancing data insights

Scoro

Scoro is a leading provider of work management software, helping agencies, consultancies, and other professional services businesses gain complete visibility into their operations with its all-in-one solution. By bringing projects, resources, finances, and reporting into a single system, Scoro consolidates data, empowering businesses with dynamic, real-time insights into key metrics like capacity, utilization, profitability, revenue forecasting, etc.

Reporting time reduced by 70% on a weekly & monthly basis
by implementing centralized system

Challenges:

  • Manual reporting: Scoro used manual processes to extract data from GA4, which was cumbersome, labor-intensive, and delayed the delivery of actionable insights. Switching between various reports in GA4 was cumbersome and time-consuming, and the limited UI made it difficult at times to filter out the necessary data
  • Fragmented analytics workflow: The separation of user journey data in GA4 and lead stage metrics made it difficult to evaluate cross-channel marketing performance and accurately report KPIs based on CRM data
  • Internal Traffic issues: Internal and test site traffic impacted the accuracy of marketing performance assessments and user behavior analysis.

Our Approach:

  • Offline Conversion Tracking implementation: Set up offline conversion tracking for Google Analytics 4 using Hubspot and Zapier to match web interactions with actual CRM lead stages and paying customers, addressing the challenge of missing visibility into how marketing efforts were converting into real business outcomes.
  • Integration with BigQuery: Centralized GA4 data in BigQuery for scalable data storage and deeper analysis, providing a foundation for automated reporting.
  • Custom dashboard development: Developed a custom dashboard using BigQuery data, automating reporting and removing the need for manual extraction. The dashboard unified online and offline data, integrating user interactions with offline conversion data for a comprehensive view of user behavior.
  • Ensuring clean data: Applied dashboard filters to exclude internal and test traffic, ensuring only valid data was included in the analysis for accurate decision-making.

Results

What was the process to solve the challenge & achieve goals? 

  • Reporting time reduction: A customized dashboard consolidates all necessary metrics in one place, eliminating the need to navigate GA4’s fragmented reports. By automating reporting and removing manual data extraction, insights and key metrics are now retrieved three times faster.
  • Better understanding of user behavior: Offline conversions in Google Analytics 4 provide a comprehensive view of the customer journey, from starting a trial or a demo, to becoming a Lead, MQL, SQL, and ultimately a paying customer.
  • Improved data accuracy: Applied dashboard filters to exclude internal and test traffic, ensuring reliable insights.
  • Increased efficiency & confidence: The custom dashboard has streamlined decision-making by providing accurate, reliable data

“Holini is our go-to partner for ads and analytics. They’re always hands-on with their support, highly responsive, and understand our business context, which makes collaboration easy. We value their ideas, which have helped us make smarter decisions along the way and interpret data more effectively.”

Kadri Pultsin
Head of Product Marketing

Accelerate your growth by partnering up with senior PPC and analytics specialists.

Talk to one of our Senior Strategists

Send us a message, and we’ll get back to you shortly.